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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $232,049 | $226,105+2.6% | $182,540+27.1% | $152,897+51.8% |
| Participation rate | 56.3% | 82.5%-26.2pp | 78.0%-21.7pp | 82.5%-26.2pp |
| Annual return | 26.69% | 192.58%-165.9pp | 148.58%-121.9pp | 345.43%-318.7pp |
| Employer contribution / active EE | $2,299 | $4,978-53.8% | $4,076-43.6% | $4,764-51.7% |
| Participant deferral / active EE | $3,963 | $6,370-37.8% | $5,525-28.3% | $5,851-32.3% |
| Admin fee / account holder | $530 | $10,706-95.1% | $8,593-93.8% | $11,599-95.4% |